DC
CFP
DC
CFP
Devery Cagle is a CFP-designated registered investment advisor, based in Reno, NV, with 28 years of industry experience.
Location
500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV, 89521
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2011Denied
Other Business ActivitiesSells Insurance
Devery owns DRCFN, Inc. dba ASE Financial Advisory Group, overseeing all operations and dedicating nearly full-time hours to insurance, securities, investment advisory, and corporate consulting. Devery also owns multiple investment-related holding companies and is a general partner in a cryptocurrency private fund, and spends nearly full-time hours selling fixed insurance and annuities.
Employment History
Current Registrations
Metric Financial, LLCBroker
September 2022 - Present · 3 yrs 10 mos
Metric Financial, LLC
September 2022 - Present · 3 yrs 10 mos
Belpointe Asset Management LLC
September 2021 - Present · 4 yrs 10 mos
Previous Registrations
D.H. Hill Securities, LllpBroker
September 2021 - October 2022 · 1 yr 1 mo
Kestra Advisory Services, LLC
April 2016 - September 2021 · 5 yrs 5 mos
NFP Advisor Services, LLC
August 2012 - September 2016 · 4 yrs 1 mo
Kestra Investment Services, LLCBroker
August 2012 - September 2021 · 9 yrs 1 mo
Securities America, INC.Broker
June 2005 - August 2012 · 7 yrs 2 mos
Securities America Advisors, INC.
June 2005 - August 2012 · 7 yrs 2 mos
Wachovia Securities Financial Network, LLC
August 2004 - July 2005 · 11 mos
Wachovia Securities Financial Network, LLCBroker
April 2004 - July 2005 · 1 yr 3 mos
American Express Financial Advisors, INC.
February 1998 - April 2004 · 6 yrs 2 mos
American Express Financial Advisors INC.Broker
December 1997 - April 2004 · 6 yrs 4 mos
Ids Life Insurance CompanyBroker
December 1997 - April 2004 · 6 yrs 4 mos
State Registrations8 states
DEFLGANCSCTNTXWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.